AI

Atria Investments Portfolio holdings

AUM $8.75B
1-Year Est. Return 17.99%
This Quarter Est. Return
1 Year Est. Return
+17.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.31B
AUM Growth
+$223M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$10.8M
3
+$9.21M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$7.96M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$7.09M

Top Sells

1
+$19.8M
2
+$7.91M
3
+$5.42M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$3.27M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.2M

Sector Composition

1 Technology 4.86%
2 Healthcare 4.45%
3 Financials 3.72%
4 Industrials 3.41%
5 Communication Services 3.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$549K 0.04%
14,765
-2,552
327
$547K 0.04%
12,348
+1,989
328
$547K 0.04%
9,292
+2,273
329
$540K 0.04%
+28,731
330
$523K 0.04%
4,217
+1,959
331
$521K 0.04%
18,310
-1,510
332
$519K 0.04%
9,643
-585
333
$519K 0.04%
21,388
+6,311
334
$518K 0.04%
+12,933
335
$516K 0.04%
3,155
+756
336
$514K 0.04%
+5,736
337
$513K 0.04%
6,234
+933
338
$512K 0.04%
+16,663
339
$511K 0.04%
2,792
+850
340
$509K 0.04%
11,591
-806
341
$508K 0.04%
6,749
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342
$501K 0.04%
5,886
-1,617
343
$495K 0.04%
9,634
-2,987
344
$493K 0.04%
54,564
+21,708
345
$490K 0.04%
13,690
+1,560
346
$489K 0.04%
11,756
-23,469
347
$487K 0.04%
7,060
+432
348
$487K 0.04%
11,813
+4,004
349
$486K 0.04%
6,972
+1,125
350
$481K 0.04%
7,221
+926
12 13
14
15 16